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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2376
Aries Wealth Management
Maine
$209K -$38.9K -180 -14%
FMI
2377
F/M Investments
District of Columbia
$209K -$13.6K -63 -5%
HCM
2378
Hengehold Capital Management
Ohio
$209K +$240K +1,109 New
BMWM
2379
Brown Miller Wealth Management
Virginia
$208K – – –
VFG
2380
V2 Financial group
Illinois
$207K +$64.9K +300 +38%
TAM
2381
Taurus Asset Management
New York
$207K – – –
HFM
2382
Hartford Financial Management
Connecticut
$207K +$169K +779 +243%
CRI
2383
Colonial River Investments
Virginia
$206K -$1.37M -6,342 -85%
NWA
2384
New World Advisors
Massachusetts
$206K -$213K -985 -47%
BMO
2385
Beck Mack & Oliver
New York
$206K – – –
DI
2386
Diligent Investors
California
$206K +$237K +1,094 New
CFA
2387
Capstone Financial Advisors
Illinois
$205K -$69.2K -320 -23%
WP
2388
WealthShield Partners
North Carolina
$205K +$235K +1,085 New
FMWA
2389
Forvis Mazars Wealth Advisors
Missouri
$204K -$33.8K -156 -13%
BFWA
2390
Benchmark Financial Wealth Advisors
Florida
$204K +$56.7K +262 +32%
HW
2391
Hamilton Wealth
California
$204K +$234K +1,083 New
FNBOO
2392
First National Bank of Omaha
Nebraska
$203K -$33.1K -153 -12%
COF
2393
Capital One Financial
Virginia
$203K +$22.5K +104 +11%
TIA
2394
Traphagen Investment Advisors
New Jersey
$203K +$233K +1,076 New
GA
2395
Gateway Advisory
New Jersey
$202K -$9.74K -45 -4%
CAM
2396
Crestone Asset Management
Colorado
$202K +$1.73K +8 +0.8%
DMBA
2397
Deseret Mutual Benefit Administrators
Utah
$202K +$29.2K +135 +14%
ACP
2398
Aveo Capital Partners
Colorado
$201K +$230K +1,065 New
HNWA
2399
Henrickson Nauta Wealth Advisors
Michigan
$201K +$269K +1,242 New
VWM
2400
Venturi Wealth Management
Texas
$200K +$41.1K +190 +22%
94 95
96
97 98